ETF Inflow Update: ESGU, KO, CSCO, INTU
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 19 2025
0mins
Should l Buy CSCO?
Source: NASDAQ.COM
52-Week Range and Current Price: ESGU's share price has a 52-week low of $105.18 and a high of $145.01, with the last trade recorded at $144.78.
ETFs Trading Mechanism: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand, affecting the underlying holdings.
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Analyst Views on CSCO
Wall Street analysts forecast CSCO stock price to fall
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 92.630
Low
76.00
Averages
91.30
High
100.00
Current: 92.630
Low
76.00
Averages
91.30
High
100.00
About CSCO
Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AI Economy's Expanding Impact Across Markets
- Market Trend Analysis: Jim Cramer highlights that the boom in data centers and artificial intelligence is rapidly expanding, impacting nearly every corner of the market and indicating strong economic growth potential.
- Profit Explosion: During the first-quarter earnings season, Cramer noted significant profit growth among companies tied to AI and data centers, driving major indexes higher and reflecting strong investor confidence in this sector.
- Five-Layer Cake Model: Cramer referenced Nvidia CEO Jensen Huang's five-layer cake model, emphasizing the interdependence of power, semiconductors, hardware, AI models, and application layers, illustrating the complexity and breadth of the AI economy.
- Investment Opportunities: Cramer asserts that the AI boom is not just a tech story but a broad economic transformation, advising investors to focus on S&P index funds and select stocks to capitalize on future investment opportunities.
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- Market Trend Analysis: Jim Cramer highlights that the boom in data centers and artificial intelligence is rapidly expanding, impacting nearly every sector of the market, indicating a strong economic transformation trend.
- Profit Growth Drivers: During the first-quarter earnings season, Cramer notes that companies tied to AI and data centers have achieved significant profit growth, driving major indexes higher and reflecting increased investor confidence in these sectors.
- Five-Layer Cake Model: Cramer references Nvidia CEO Jensen Huang's framework, likening the AI economy to a 'five-layer cake,' emphasizing that various industries from power to semiconductors, hardware, cloud computing, and applications are benefiting from this trend.
- Investment Opportunity Outlook: Cramer stresses that the AI boom is not just a tech story but a broad economic shift, advising investors to focus on S&P index funds and potential high-quality stocks to capitalize on future investment opportunities.
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- Long-Term Growth Driver: Analyst Amit Daryanani notes that sales from Silicon One could add 300 to 500 basis points to Cisco's long-term growth, further propelling its mid- to high single-digit growth targets, suggesting an increasing competitive edge in the networking market.
- Capital Expenditure Trends: With hyperscaler capital expenditures expected to exceed $900 billion by 2027, spending is likely to shift towards back-end networking and scale architectures, where Cisco's enhanced competitiveness will benefit from customers' needs to diversify suppliers.
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- Market Distribution Channels: The financial results will be released via PR Newswire after market close, ensuring coverage across U.S. and European financial networks, aimed at increasing investor awareness of the company's performance.
- Participation Options: Investors can join the call by dialing 888-848-6507 (international callers: 212-519-0847) or via the Cisco Investor Relations website for a live stream, demonstrating the company's emphasis on diverse communication channels.
- Replay Availability: A replay of the call will be available starting May 13 at 4:00 PM PT until May 19 at 10:00 PM PT, ensuring that investors who cannot attend live can access critical information, thereby enhancing investor relations management.
See More
AI Economy's Expanding Impact Across Markets
- Market Trend Analysis: Jim Cramer highlights that the boom in data centers and artificial intelligence is rapidly expanding, impacting nearly every corner of the market and indicating strong economic growth potential.
- Profit Explosion: During the first-quarter earnings season, Cramer noted significant profit growth among companies tied to AI and data centers, driving major indexes higher and reflecting strong investor confidence in this sector.
- Five-Layer Cake Model: Cramer referenced Nvidia CEO Jensen Huang's five-layer cake model, emphasizing the interdependence of power, semiconductors, hardware, AI models, and application layers, illustrating the complexity and breadth of the AI economy.
- Investment Opportunities: Cramer asserts that the AI boom is not just a tech story but a broad economic transformation, advising investors to focus on S&P index funds and select stocks to capitalize on future investment opportunities.
See More
The Broad Impact of the AI Economy
- Market Trend Analysis: Jim Cramer highlights that the boom in data centers and artificial intelligence is rapidly expanding, impacting nearly every sector of the market, indicating a strong economic transformation trend.
- Profit Growth Drivers: During the first-quarter earnings season, Cramer notes that companies tied to AI and data centers have achieved significant profit growth, driving major indexes higher and reflecting increased investor confidence in these sectors.
- Five-Layer Cake Model: Cramer references Nvidia CEO Jensen Huang's framework, likening the AI economy to a 'five-layer cake,' emphasizing that various industries from power to semiconductors, hardware, cloud computing, and applications are benefiting from this trend.
- Investment Opportunity Outlook: Cramer stresses that the AI boom is not just a tech story but a broad economic shift, advising investors to focus on S&P index funds and potential high-quality stocks to capitalize on future investment opportunities.
See More
Chip and AI Stocks Surge Amid Geopolitical Tensions
- Strong Market Performance: On Tuesday, the tech-focused Nasdaq Composite rose approximately 1%, while the S&P 500 increased by about 0.78%, and the Dow Jones gained nearly 0.55%, indicating strong investor confidence in tech stocks amidst geopolitical tensions.
- Surge in Chip Stocks: Intel (INTC) saw its stock price soar by around 14%, and Micron Technology (MU) jumped approximately 12%, reflecting optimistic sentiment towards the semiconductor sector, particularly in light of ongoing geopolitical issues.
- AI-Related Stocks Active: Qualcomm (QCOM) surged about 11%, while AMD rose nearly 4%, showcasing sustained demand and investment enthusiasm for AI technologies, which is driving up the stock prices of related companies.
- Oil Price Volatility Impact: Brent crude futures fell about 3.5%, and crude oil futures dropped nearly 24%, which could have a ripple effect on energy-related stocks and influence overall market sentiment.
See More
Cisco's Silicon One Potential Underappreciated by Investors
- Revenue Growth Potential: Investment firm Evercore ISI forecasts that Cisco's Silicon One portfolio could generate over $12 billion in revenue over the next three to four years, with approximately $7 billion to $8 billion from sales and an additional $5 billion to $7 billion from optics, indicating strong market demand and potential for margin enhancement.
- Long-Term Growth Driver: Analyst Amit Daryanani notes that sales from Silicon One could add 300 to 500 basis points to Cisco's long-term growth, further propelling its mid- to high single-digit growth targets, suggesting an increasing competitive edge in the networking market.
- Capital Expenditure Trends: With hyperscaler capital expenditures expected to exceed $900 billion by 2027, spending is likely to shift towards back-end networking and scale architectures, where Cisco's enhanced competitiveness will benefit from customers' needs to diversify suppliers.
- Margin Improvement: Silicon One is projected to boost margins by 200 basis points by fiscal 2029, and combined with design wins from companies like Microsoft and Meta, it further solidifies Cisco's position in the high-quality networking business.
See More
Data Center Spending Bubble Talk Disproven This Quarter
- Capital Expenditure Overview: Alphabet, the parent company of Google, estimates its data center spending for 2023 to be between $180 billion and $190 billion, with its stock price rising from $349 to $385, reflecting a 12% weekly gain that indicates strong market confidence in its cloud business growth.
- Amazon Cloud Services Growth: Amazon anticipates $200 billion in spending, with its stock price increasing from $260 to $268, a weekly gain of 1.6%, as its AWS business achieves a quarterly revenue of $37.6 billion, growing at 28%, marking the fastest growth in 15 quarters.
- Apple's Low Spending Strategy: Apple has allocated only $13 billion for data centers, with its stock price rising from $271 to $280, a weekly gain of 3.4%, and despite relying on Google's Gemini service, it maintains high margins due to its global installed base of 2.5 billion devices.
- Challenges for Microsoft and Meta: Microsoft expects to spend $190 billion, with its stock price declining from $429 to $414, a weekly loss of 2.4%, as Azure grows at 40% but lacks market confidence; Meta plans to increase spending by $10 billion, with its stock price dropping from $670 to $605, a 9.8% weekly loss, facing significant uncertainty.
See More
Cisco Schedules Q3 FY2026 Earnings Call for May 13
- Earnings Call Announcement: Cisco has scheduled a conference call for May 13, 2026, at 1:30 PM PT to announce its Q3 FY2026 financial results, reflecting the company's commitment to transparency and investor communication.
- Market Distribution Channels: The financial results will be released via PR Newswire after market close, ensuring coverage across U.S. and European financial networks, aimed at increasing investor awareness of the company's performance.
- Participation Options: Investors can join the call by dialing 888-848-6507 (international callers: 212-519-0847) or via the Cisco Investor Relations website for a live stream, demonstrating the company's emphasis on diverse communication channels.
- Replay Availability: A replay of the call will be available starting May 13 at 4:00 PM PT until May 19 at 10:00 PM PT, ensuring that investors who cannot attend live can access critical information, thereby enhancing investor relations management.
See More
